Latest Institutional Transactions on Truist Financial Corp (TFC)
This table provides information on the latest institutional transactions involving Truist Financial Corp (TFC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-93.8K- 56.86% |
$3.24M - $3.65M
|
71.2K
$3.35M
|
|
|
May 03, 2024
Q1 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
5.25K+ 54.8% |
$181K - $205K
|
14.8K
$700K
|
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
40.8K+ 245.17% |
$1.41M - $1.59M
|
57.5K
$2.71M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-660- 8.15% |
$22.8K - $25.7K
|
7.44K
$351K
|
|
|
May 03, 2024
Q1 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-2.92K- 5.34% |
$101K - $114K
|
51.8K
$2.44M
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-103- 1.82% |
$3.56K - $4.01K
|
5.57K
$262K
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
SELL
|
- |
-20- 0.13% |
$691 - $780
|
15.8K
$747K
|
|
|
May 02, 2024
Q1 2024
|
New Jersey Better Educational Savings Trust
|
BUY
|
- |
5.29KNew |
$183K - $206K
|
5.29K
$250K
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
972+ 7.08% |
$33.6K - $37.9K
|
14.7K
$693K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
10New |
$345 - $390
|
10
$472
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
5.24KNew |
$181K - $204K
|
5.24K
$247K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
98New |
$3.38K - $3.82K
|
98
$4.62K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-4.55K- 7.34% |
$157K - $177K
|
57.4K
$2.71M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
301New |
$10.4K - $11.7K
|
301
$14.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
167+ 0.2% |
$5.77K - $6.51K
|
83.3K
$3.93M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-150- 50.0% |
$5.18K - $5.85K
|
150
$7.07K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
BUY
|
- |
1.31K+ 85.61% |
$45.2K - $51K
|
2.84K
$134K
|
|
|
Apr 26, 2024
Q1 2024
|
Hourglass Capital, LLC
|
SELL
|
- |
-10K- 50.0% |
$345K - $390K
|
10K
$472K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.45KNew |
$50K - $56.4K
|
1.45K
$68.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
600New |
$20.7K - $23.4K
|
600
$28.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-205- 2.01% |
$7.08K - $7.99K
|
9.99K
$471K
|
|
|
Apr 25, 2024
Q1 2024
|
Ti Trust, Inc
|
BUY
|
- |
8.33KNew |
$288K - $325K
|
8.33K
$393K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
68New |
$2.35K - $2.65K
|
68
$3.21K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
97New |
$3.35K - $3.78K
|
97
$4.57K
|
|
|
Apr 24, 2024
Q1 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
288+ 4.77% |
$9.94K - $11.2K
|
6.33K
$299K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-84K- 97.67% |
$2.9M - $3.27M
|
2K
$94.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-599- 3.34% |
$20.7K - $23.3K
|
17.3K
$817K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
11.1KNew |
$385K - $434K
|
11.1K
$525K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
313+ 3.41% |
$10.8K - $12.2K
|
9.5K
$448K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
131New |
$4.52K - $5.11K
|
131
$6.18K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-3.02K- 81.41% |
$104K - $118K
|
690
$32.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-313- 80.46% |
$10.8K - $12.2K
|
76
$3.58K
|
|
|
Apr 16, 2024
Q1 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
5.14KNew |
$177K - $200K
|
5.14K
$242K
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
BUY
|
- |
215New |
$7.42K - $8.38K
|
215
$10.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
387+ 3.07% |
$13.4K - $15.1K
|
13K
$613K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-25.1K- 8.23% |
$867K - $979K
|
280K
$13.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
89.3KNew |
$3.08M - $3.48M
|
89.3K
$4.21M
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
16.6K+ 210.74% |
$573K - $647K
|
24.5K
$1.15M
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.25K+ 17.14% |
$43.2K - $48.7K
|
8.55K
$403K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
533+ 76.14% |
$18.4K - $20.8K
|
1.23K
$58.1K
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-590- 9.72% |
$20.4K - $23K
|
5.48K
$258K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
225New |
$7.77K - $8.77K
|
225
$10.6K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-500- 61.2% |
$17.3K - $19.5K
|
317
$14.9K
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
6.19KNew |
$214K - $241K
|
6.19K
$292K
|
|
| Q4 2023 | |||||||
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
8.89KNew |
$240K - $335K
|
8.89K
$419K
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
1.29K+ 4.23% |
$34.9K - $48.6K
|
31.8K
$1.5M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-89- 88.12% |
$2.41K - $3.35K
|
12
$566
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
168+ 1.42% |
$4.54K - $6.32K
|
12K
$564K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
300New |
$8.11K - $11.3K
|
300
$14.1K
|
|
|
Feb 15, 2024
Q4 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-2.5K- 18.72% |
$67.5K - $94.1K
|
10.9K
$512K
|
|